APPLY FOR THE NEW GRAD PROGRAM

You've made a wise decision to begin your financial planning early. You're starting out on the right foot, and you will get much further ahead than your peers. Congratulations!

Who is considered a New Grad in order to receive services offered in the package?

You are a current student who has a graduation date within 1 year of applying –OR–

You graduated within the last 2 years of applying and received a bachelor’s degree program, medical school, dental school, law school, graduate school, or business school from an accredited college or university.

APPLY HERE

Complete the application form below to qualify for the New Grad Financial Planning Service Program.

Name *

Name

First Name

Last Name

Email Address *

Phone *

Phone

(###)

###

####

Name of college/university you received your degree. *

Type of degree you received *

Graduation date *

Highest level of education previously completed *

Name of current employer

(if applicable)

Current job title

(if applicable)

Terms & Conditions *

By submitting this application, you are stating that the information you provided on this form and any requested supplemental material is truthful and is of your full knowledge that you applied to receive a discounted rate for the service option in which you choose to engage. You acknowledge that you have read and understand the services and fees described in the Form ADV Part 2A – Firm Brochure that you received. You also acknowledge that you will only receive this discount for 12 months starting on the date in which you sign the Financial Planning Client Agreement. You understand that you are eligible to apply for qualification for this discount again in the future only if you acquire another degree separate from the degree listed on this form at an accredited college or university.

Yes, I understand and agree to the terms.

No, I do not agree to the terms.

Type Your First & Last Name *

By typing your full name below, you agree to the terms and conditions in which you read and understand above.

THANK YOU for submitting your application. We will inform you of your qualification status after we review your completed application.

Questions? Call us at (770) 217 -1202 or email us at helen@capitalbenchmarkpartners.com